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THE INVESTMENT HOUSE LLC
REDONDO BEACH, CA
310-873-3021
SEC #801-76547Total AUM
$2.2B
Employees
11Clients
294Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
210 AVENUE I
STE C
REDONDO BEACH
CA 90277
United States
STE C
REDONDO BEACH
CA 90277
United States
Operating Hours
8 AM TO 2 PM
BY APPOINTMENT ONLY
BY APPOINTMENT ONLY
Phone
310-873-3021
Other Offices
1
Financials
Total AUM
$2.2B
Accounts
604Discretionary
$2.2B
Accounts
604Non-Discretionary
$0
Accounts
0
Clients
Individual Clients
66AUM
$39.5M
HNW Individual Clients
222AUM
$1.8B
Investment Company Clients
1AUM
$226.8M
Pooled Vehicle Clients
2AUM
$48.5M
Pension/Profit Sharing Plan Clients
1AUM
$4.8M
Charitable Organization Clients
1AUM
$3.5M
Corporation or Business Clients
1AUM
$54.8M
Services
Services Offered
Company Portfolio ManagementIndividual Portfolio ManagementPooled Vehicle Portfolio Management
Compensation Types
Charges Percentage AUMCharges Performance-Based
Compliance
Disclosures
None reported
State Registrations
AZCACOFLILLANHNJNVNYTX
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.